Cheryl Roskamp signed Casa Pacifica's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Casa Pacifica's EIN is 33-0161177.
Download the official 2024 Form 5500 (PDF) for Casa Pacifica from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Casa Pacifica's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.6M | 84.8% | |
| [Assets held in participant loans] | Other | — | — | $176K | 4.2% |
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $21K |
| — |
